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Insights

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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News categories

  • Insights
  • Market summaries

Asset class

  • ABS
  • Equities
  • Fixed income
  • Infrastructure
  • Property
  • Real estate

Regions

  • Asia Pacific
  • Europe
  • North America
  • UK

Themes/Topics

  • ABS
  • Credit

2020 APR-JUN

Insights

David Fancourt, fund manager

30/06/2020

Spotlight on Euro high yield – The changing shape of indices

Both market volatility and credit rating changes have affected the composition and shape of the main high yield indices.

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Insights

David Fancourt, senior credit portfolio manager

27/05/2020

European high yield credit update

Credit markets stabilised in April; however, a wide dispersion of spreads means active stock-pickers can still find potential opportunities.

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Insights

M&G Investments

01/05/2020

Pandemic: The inextricable link between human, animal and ecosystem health and the emergence of communicable disease

The impact of COVID-19 has been significant in virtually every aspect of human life. A consequence of this is the way it is changing how we assess, value and engage with the companies in which we invest.

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Insights

David Fancourt, senior credit portfolio manager

27/04/2020

Covid 19 update: European high yield market moves - Fallen angels – how to ride the upcoming wave

The coronavirus pandemic and low oil prices have led to a surge in ‘fallen angels’, companies downgraded from investment grade to sub-investment grade. We look at how this is affecting European high yield credit markets and what the implications may be over the longer term.

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Insights

M&G Investments

24/04/2020

European private debt: shifting dynamics

Our paper examines the main sources of deal flow across Europe’s broad and dynamic private debt markets in 2019, highlighting some of the key observations or themes influencing deal activity in different parts of the market. We also discuss the broad themes that we believe are key to investing in private debt and can help well-positioned lenders access and align opportunities that can deliver the specific outcomes sought by investors.

The Covid-19 pandemic has created unprecedented uncertainty, but even during this time it’s important not to lose sight of the long term.

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Insights

Jose - Luis Pellicer, Head of Investment Strategy, M&G Real Estate

22/04/2020

Covid-19 real estate update - Initial impacts of Covid-19 coronavirus

Economic disruption is feeding through to real estate markets, with the impact of the crisis currently most evident in occupier markets. Though partly mitigated by unprecedented government intervention, investors must adapt to the new ‘normal’ and prepare to navigate both the challenges and opportunities that turmoil may bring. In this paper, we shine a light on the initial impacts on real estate markets.

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Insights

M&G Investments

09/04/2020

Covid-19 and consumer and mortgage finance: It’s not 2008 all over again

We believe that the aftermath of the Covid-19 pandemic will play out quite differently to the global financial crisis. While the past decade was arguably the decade of the corporation, could this be the decade of the consumer? In this paper, M&G’s Specialty Finance team examine the reasons why they believe this to be the case and discuss what that means for investment strategies.

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Insights

James King, director of fixed income

07/04/2020

Covid-19 and European ABS: Resilience under stress testing

In light of the extreme price moves in European ABS, we ran a number of Covid-19-specific stress-tests on securities. This paper details the outcomes.

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Insights

M&G Investments

01/04/2020

Covid-19 – further thoughts on finding credit opportunities

Pricing in credit markets continues to react and move rapidly, and we are using that price action to identify and take advantage of opportunities as they arise.

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2020 JAN-MAR

Insights

M&G Investments

26/03/2020

Covid-19 – our thoughts on the European loan market

Market dynamics remain highly changeable in this unpredictable environment. In the latest update from M&G’s Leveraged Finance team, read about what has been happening in the European loan market and why investors would do well to remember the underlying strengths of the loan asset class during this time of volatility.

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M&G plc

20/03/2020

M&G plc response to COVID-19

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Market summaries

M&G Investments

19/03/2020

Current credit market perspectives of
Covid-19

As financial markets bounce and dive in reaction to news and shifting sentiment surrounding Covid-19, we provide some perspectives of the public and private credit markets across M&G’s institutional businesses.

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Insights

M&G Investments

04/02/2020

Attractions of listed infrastructure to pension schemes

From reliable, secure, inflation-linked cashflows, to defensive characteristics during downturns, listed infrastructure has attractions for pension schemes and other investors alike. This paper identifies the diverse investment opportunities available.

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2019 OCT-DEC

Insights

M&G Investments

21/11/2019

How can banks manage their regulatory capital?

In order to meet (and increasingly exceed) the capital requirements set out by the regulators, banks have had to focus on reducing the asset size of their balance sheet. By entering into ‘risk-sharing’ transactions, banks can achieve much-needed capital relief. This paper explains how the different types of trades work in practice.

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Insights

M&G Investments

21/11/2019

How can banks manage their regulatory capital?

In order to meet (and increasingly exceed) the capital requirements set out by the regulators, banks have had to focus on reducing the asset size of their balance sheet. By entering into ‘risk-sharing’ transactions, banks can achieve much-needed capital relief. This paper explains how the different types of trades work in practice.

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Insights

M&G Investments

08/11/2019

Focus on real asset investing

Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure. This paper identifies the characteristics associated with such strategies that can help institutions achieve their investment goals over the long-term.

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Insights

M&G Investments

08/11/2019

Focus on real asset investing

Investor allocations to real assets are growing, attracted to tangible stores of value and the potential diversification of risk exposure. This paper identifies the characteristics associated with such strategies that can help institutions achieve their investment goals over the long-term.

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Insights

M&G Investments

07/11/2019

Comparing European and US leveraged loans

While European and US leveraged loans have very similar features that make them valuable in a portfolio context, investors need to understand how the two loan markets structurally and operationally differ from one another and what it takes to invest successfully in each. This paper aims to explain those differences and the reasons why European loans may offer a better risk-return profile than their US counterparts.

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Insights

M&G Investments

01/11/2019

Making the complex simple: Rethinking your insurance portfolio for today’s challenges

How can we rethink insurance investment to solve the complexity challenge?

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Insights

M&G Investments

01/11/2019

UK City Vitality Index 2019

M&G Real Estate's second City Vitality Index (CVI) seeks to quantify the fundamental attractiveness of the UK's key office markets to property investors by assessing eight ‘vital signs’ that shape urban economics and influence occupier demand.

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Insights

M&G Real Estate

30/10/2019

European Real Estate Market Outlook - October 2019

This paper explores opportunities in the European property market.

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Insights

M&G Investments

30/10/2019

Reintroducing securitisations to insurance portfolios

In January 2019, regulations were introduced to help revive European ABS issuance via a new Simple, Transparent & Standardised (STS) framework. This significantly reduces capital charges for insurers to hold high-quality ABS compared to previous requirements under Solvency II.

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Insights

M&G Real Estate

15/10/2019

A fresh look at Asia real estate

Real estate investors in the Asia Pacific region are continuing to enjoy steady returns despite an increasingly challenging macroeconomic climate in many of the world’s economies. We forecast a total return of 8.7% in 2019, supported by stable growth of APAC developed markets.

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